Patrick Nelson Sommerfield

Patrick Nelson Sommerfield

Compliance Officer chez P. J. Schmidt Investment Management, Inc.

52 ans
Finance
Consumer Services

Profil

Mr. Patrick N.
Sommerfield is a President & Chief Investment Officer at P.
J.
Schmidt Investment Management, Inc. He is also a Senior Portfolio Manager on the investment committee, he leads the investment process.
His primary responsibilities include screening and analyzing new investments, completing due diligence, evaluating risk, and guiding portfolio construction.
With 20 of his 22 years’ experience with the firm, Patrick has helped to shape and develop PJS Investment Management by maintaining client relationships and remaining current on markets, forecasts, and strategy.
Additionally, he serves as the firm’s Chief Compliance Officer and guides PJS’ Strategic Committee.
Mr. Sommerfield was previously employed as a Treasury Analyst by Firstar Corp.
He received his undergraduate degree from the University of Wisconsin.

Postes actifs de Patrick Nelson Sommerfield

SociétésPosteDébut
Compliance Officer 01/07/2000
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Anciens postes connus de Patrick Nelson Sommerfield

SociétésPosteFin
Firstar Corp. Corporate Officer/Principal 31/12/1998
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Formation de Patrick Nelson Sommerfield

University of Wisconsin Undergraduate Degree

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Firstar Corp.

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